Webinar Series

AI in the C-Suite: How Maxio Leaders Make Faster Decisions with MCP

Billing, revenue, and usage data is needed to guide decisions, but too often that data lives in static reports and fragmented systems, making it harder for executive leadership to move quickly with confidence.

See how Maxio’s CEO, CPO, CFO, and Head of Sales use Maxio Model Context Protocol (MCP) to help run the business. Across this four-part series, each leader walks through real examples and actual prompts they use to get the insights they need to guide decision-making.

Previously aired sessions:

CEO Session

See how Maxio CEO, Branden Jenkins, uses Maxio MCP to:

  • Get a clear, real-time view of the health and trajectory of the business
  • Identify emerging risks and opportunities before they show up in board metrics
  • Understand the true drivers behind growth to inform strategic decisions

CPO Session

See how Maxio CPO, Chris Weber, uses Maxio MCP to:

  • Connects financial data to AI, enabling Finance and RevOps teams to explore billing and revenue data, generate reports, and answer complex questions
  • Identify which customer segments are expanding, contracting, or at risk of churning
  • Prioritize your product roadmap using real revenue signals by understanding which features drive retention and growth

Head of Sales Session

See how Maxio Head of Sales, Monica Lee, uses Maxio MCP to:

  • Instantly surface revenue health, renewal risk, and expansion opportunities
  • Build reusable AI skills that pull live Maxio data into dashboards, Slack updates, and team briefings in minutes.
  • Spot churn risk, track renewals, and identify upsell opportunities using data in Maxio

CFO Session

See how Maxio CFO, Dan Owens, uses Maxio MCP to:

  • Compress your month-end close cycle by giving finance teams real-time visibility into billing and revenue data without waiting until books are closed to answer board-level questions
  • Shift from data prep to data analysis by automating the groundwork of your investor metrics review, MD&A draft, and multi-year forecast so your team spends time on decisions, not spreadsheets
  • Build a white space analysis from your existing contract data to show account managers exactly which products each customer is missing — and where expansion revenue is sitting untouched